HEICO Corp
HEI
449 hedge funds and large institutions have $5.79B invested in HEICO Corp in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 151 reducing their positions, and 37 closing their positions.
158% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $8.7M
59% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 37
8% more capital invested
Capital invested by funds: $5.35B → $5.79B (+$438M)
3% more funds holding
Funds holding: 438 → 449 (+11)
0.92% more ownership
Funds ownership: 68.17% → 69.1% (+0.92%)
2% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 151
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$73.5M |
| 2 |
Renaissance Technologies
New York
|
+$30M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$27.1M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$18.4M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$37.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$25.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.1M |
| 4 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$11.1M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
-$10.5M |
HEI Hedge Fund Activity: Q4 2022 in Review
449 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2022, worth a combined $5.79B — up 8.2% from $5.35B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HEI positions and 37 closed out — a net gain of 22 holders — while 148 added to existing stakes and 151 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $73.5M. The largest seller was BlackRock, cutting an estimated $37.3M.
- 449 institutional investors held HEICO Corp (HEI) as of Q4 2022, up from 438 in Q3 2022.
- Funds reported $5.79B of HEICO Corp stock for Q4 2022, up 8.2% quarter-over-quarter.
- 59 funds opened new HEICO Corp positions in Q4 2022 and 37 closed out, a net change of +22 holders.
- The largest HEICO Corp buyer in Q4 2022 was Citadel Advisors, an estimated $73.5M added.
- The largest HEICO Corp seller in Q4 2022 was BlackRock, an estimated $37.3M sold.
Based on aggregated 13F filings for Q4 2022.